BEACON FINANCIAL PLANNING, INC IBMN Holdings History
BEACON FINANCIAL PLANNING, INC's iShares iBonds Dec 2025 Term Muni Bond ETF Holding Summary
As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 27,199.00 shares of iShares iBonds Dec 2025 Term Muni Bond ETF(IBMN), totaling $727,560.00. This investment constitutes 0.42% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.15% of the outstanding iShares iBonds Dec 2025 Term Muni Bond ETF(IBMN) stock.
The initial trade took place in 2024Q2. And since then BEACON FINANCIAL PLANNING, INC has made 4 purchases of IBMN, at an average price of $26.62, for a total of 27,199.00 shares. Based on historical transaction data and IBMN's current price of $26.73, BEACON FINANCIAL PLANNING, INC's estimated gain on his IBMN holdings is $2,984.03, reflecting a 0.41% gain to date.
BEACON FINANCIAL PLANNING, INC IBMN ($26.73) Holding Chart
BEACON FINANCIAL PLANNING, INC IBMN ($26.73) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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